Transcript Introduction to BizXpert Deck - SuccessFactors HCM Cloud Connect

BizXpert Implementation Approach
SuccessFactors PMO
Mastery Training
SAP Confidential
Session Objectives
Provide you with knowledge to explain the benefits of BizXpert
to your customers
Understand the key project activities and the concept of
project checkpoints for successful projects
Ability to navigate tools and resources
Know standard project roles and responsibilities
Knowledge of general timelines
Know where to go to get additional information and support
and how to provide essential feedback
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Benefits of BizXpert
SuccessFactors Implementation Approach
Traditional
(“Can I take your order?”)
• Consultative approach
• Waterfall project methodology
• Customized solution
• Development, not Configuration
• Time consuming and costly
Transformative for Cloud
(“Let us guide you”, “Iterative”)
• Led with best practices
• Defined by BizX Maturity Model™
• Enabled for the Cloud / Agile approach
• Accelerators: tools, templates, and content
• Experience from > 10K implementations
• Rapid, repeatable delivery steps
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Implementations in the Cloud
• Best practice knowledge resulting from diverse, experienced resources
• Collaborative Planning and execution to define business drivers, priorities, deployment
approach
• Iterative configuration cycles accelerate time to value while reducing costs
• Customer enablement developed through coaching and training throughout engagement
• Phased approach reduces risk and ensures success
•
Focus on key processes first
•
Deepen functionality usage over time
•
Establish global data, process, and governance for long-term sustainability
• Flexible methodology to accommodate projects ranging from a small pilot to a global multi phase, enterprise implementation.
• Upfront Training and Pre-Work before the Kick off Meeting to focus project efforts on
effective design and configuration success.
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Implementation Toolkit and Resources
•
Reusable Documentation
•
Configuration Workbooks
with Best Practices
•
•
Training Guides and Job
Aides
Pre-Packaged
Integrations
•
Product Documentation
•
Project Management
Tools and Templates
Available on the Partner
Portal for Partners and on
MySP for SuccessFactors
Employees
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Implementation Toolkit and Resources
PS MySP
Customer
Welcome Kit
Partner
Portal
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Phases & Key Activities
BizXpert Implementation Methodology
Consulting and iterative implementation methodology with
4 distinct stages
Prepare
Internal Kick-off
Project Planning & Resource
booking
Project Team Orientation
Kickoff Meeting
Requirements Gathering
Workshops
Realize
Configuration / Requirements
Refinement
Data Migration
Custom Reports
Data imports/exports [integrations] /
Extensions / Technical developments
Verify
Integration Testing
User Acceptance Testing
Go-Live Training
Launch
Go-Live Planning
Cut over plan
Customer Success
Transition
Go-Live Support
Project Closeout
Milestones where all stakeholders of the implementation project agree that deliverables meet the requirements and that the project can continue.
Scope & Project
Readiness
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Configuration
Acceptance
Integration Testing
Acceptance
Production Readiness
Acceptance
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Key Activities by Project Phase
Prepare
Realize
• Introduction of
Professional
Services team
• Develop
Project Plan
• Configure Application
(1-3 iterations)
• Project Team
Orientation
• Configuration
Workshops
Functional
• Kickoff Meeting
• Validate
business
objectives and
success
criteria
• Define project
roles and
responsibilities
• Define
Technical /
Integration
requirements
• Develop
Strategies for:
─
─
─
─
─
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Comm.
Training
Testing
Risk Mgmt.
Support
• SuccessFactors validation of
product
configuration to design
Technical
• Build and finalize data integration
and migration files
Verify
• Testing (end-to-end,
system integration,
and end-user)
• Begin execution of
rollout strategy
(communications
strategy, training
strategy, risk
management
strategy)
• Quality checkpoint
Launch
• Execute support plan
• Complete execution
of rollout strategy
─ Communications
strategy
─ Training strategy
─ Risk management
strategy
• Introduction of
Customer Success
team
• Admin Knowledge
transfer & Training
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BizXpert Phases
Sales
Prepare
Realize
Verify
Launch
Sales is not an official customer facing BizXpert phase. It is included because it is
important for Consultants to understand how Sales impacts the success of a project.
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Accelerators
can be found
on MySP or
the Partner
Portal
BizXpert - Sales
The Sales phase lays the foundation for a successful implementation, creating a joint
understanding of the project scope, project goals and how to achieve them.
Goals and Objectives
• Understand customer needs and
expectations
• Determine implementation scope and
pricing
• Initiate provisioning
• Sales to Professional Services transition
Accelerators
• Implementation Scoping Questionnaire
• Implementation Estimator
• SOW template
• Schedule A template
• Sales to PS transition checklist Customer
Welcome kit
• Module Readiness Checklists
Sales to PS Transition Checkpoint
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BizXpert - Prepare
The Prepare phase readies the project team for implementation through project planning,
training the Customer on the core functionality, and making configuration decisions.
Goals and Objectives
• Project Team Mobilization
• Customer Learns Baseline Functionality
via Project Team Orientation (PTO)
• Kickoff Meeting
• Project Planning
• Requirements Gathering Workshops
• Technical Workshops
Accelerators
• Internal kick-off checklist
• Project Plan
• PTO Training Curriculum
• Kickoff Meeting Deck
• Configuration Workbooks
• Technical Workbooks
Scope & Project Readiness Checkpoint
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Prepare Accelerators
Kickoff Deck
Module
Readiness
Checklists
Configuration
Workbooks
Microsoft
Project Plan
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BizXpert - Realize
The Realize phase encompasses taking the plans and requirements determined in the
Prepare phase and applying them to the system.
Goals and Objectives
• Configuration refinement
• Data migration
• Data imports/exports [integrations]
• Technical developments
Accelerators
• Technical Workbooks
• Configuration sign-off document
Configuration Sign Off Checkpoint
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BizXpert - Verify
The Verify phase is Customer driven and includes assessing the system readiness as
well as the Customer user base readiness.
Goals and Objectives
• Integration Testing
• User Acceptance Testing
• Go-Live Training
Accelerators
• Sample Test scenarios
• Training Curriculum
Integration Testing Sign Off Checkpoint
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BizXpert - Launch
During the Launch phase the team prepares for go-live. The production environment is
prepared, the Customer Success transition occurs, and the Customer is supported
through go-live.
Goals and Objectives
• Go-Live Planning and Readiness
• Migrate to production environment
• Transition to Customer Success
• Formal Production Sign Off
Accelerators
• Go-Live Checklist
• CS Transition Document
• Project Closeout and Lessons
Learned
Production Readiness Sign Off
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Launch Accelerators
CS Transition
Document
Go-Live
Checklist
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BizXpert Methodology Map
Phase
Prepare
Realize
Verify
Launch
Tasks
Project Team Orientation
Internal Kick-off
Project Planning &
Resource booking
Kickoff Meeting
Requirements Gathering
Workshops
Configuration
Refinement
Data Migration
Extensions / Technical
developments
Custom Reports
Data imports/exports
[integrations]
Integration Testing
User Acceptance Testing
Go-Live Training
Go-Live Planning
Cut over plan
Customer Success Transition
Go-Live Support
Project Closeout
are milestones where all stakeholders of the implementation project agree that specific deliverables meet the
Checkpoints Checkpoints
requirements and consequently that the project can continue.
Scope & Project
Readiness
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Configuration
Acceptance
Integration Testing
Acceptance
Production Readiness
Acceptance
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Roles & Responsibilities
Project Roles and Responsibilities
SuccessFactors Team
Practice
Management
Project
Management
Consultant
Consultants
Consultants
<Customer> Team
Champion, Critical Decisions, Escalations
Project Sponsor
Activity, Resource, Risk and Issue Management
Project Manager
Configuration Design
Configuration Validation
Training Design and Delivery
Architecture, Connectivity and Migration
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Functional
Process
Owners /
Expert
SMEs
Business
Business
Resource
Stakeholders
Trainer
Trainers
Technical
Technical
Resource
Resources
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SuccessFactors Roles & Responsibilities
Practice Manager
Consultant (s)
Project Manager
• Manage all SuccessFactors work
efforts
• Manage day-to-day SuccessFactors
activities
•
Provide subject matter expertise
on processes and software
• Ensure appropriate
SuccessFactors resources are
allocated
• Provide regular communications to the
project team
•
Guide the team on best practices
•
Module Configuration and Testing
• Manage and update project plan
•
Conduct training sessions
• Provide guidance on
implementation best practices
• Maintain open items list
• Provide a communication channel
to all areas of SuccessFactors
• Ensure appropriate SuccessFactors
resources are allocated
• Provide guidance on implementation
best practices
• Support development of training and
communications
• Provide a communication channel to all
areas of SuccessFactors
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Customer Project Roles
Project Sponsor
Process Owner(s) and Subject
Matter Experts
Trainer(s) / Change Mgt
 Champion the project within
your organization
 Validate key decisions of
strategy and policy
 Ensure that the required
resources are in place to
support project
5 – 10%
 Provide knowledge of
existing processes
 Provide future vision
 Lead future process design
 Design acceptance tests and
execute those tests
 Define training plan/strategy
 Prepare training tools and
materials
 Deliver (or manage the
delivery of) training to
Executives & Employees
60 – 70%
Varies
Project Manager
Business Stakeholder(s)
Technical Resources
 Create, validate, maintain
project plan
 Manage all customer
activities and resources
 Manage internal risks
 Ensure customer
dependencies satisfied
80 – 100%
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 Validate new process
designs
 Provide feedback on
configured solution
 Influence Executive &
Employee engagement &
adoption
20 – 40%





Integration Design, Build
SSO Authentication
Data Migration
Custom Reporting
Testing
20 – 40%
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Customer Project Roles
Project / Program Change /
Mgmt
Functional / Business /
HR
IT
Project Management
R
R
R
Configuration Design
A
R
C
Technical Design
A
C
R
Application Configuration
I
R
C
Key Project Activity
Data Migration & Integration
R, A
Test Strategy, Plan, and Scripts
R, A
System Integration Testing
R, A
User Acceptance Testing
R, A
R
Training Plan & Delivery
R, A
C
Change Management Plan
R, A
C
C
Go-Live Planning & Rollout
R
A
C
Post Imp. Support Plan
A
R
R
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R
R
R
R
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Timelines
Typical Project Timelines
Week
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
Sales
Prepare
Realize
Verify
Launch
Go-Live
8 – 12 weeks typical for PM, GM, EP, CDP, 360, Calibration
14 – 18 weeks typical for Succession, Compensation, Analytics & Planning, LMS
20 – 24+ weeks typical for Recruiting, Variable Pay, Employee Central
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BizXpert Project Plan
•
Comprehensive Microsoft Project Plan
•
Spans all modules
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Tools & Resources
Professional Services Tools & Resources
SuccessFactors
Employees
Partners
MySP – The Professional Services site on this
Intranet provides the BizXpert
templates/accelerators, tools and process
details. Also provides product specific
knowledge and templates.
X
Partner Portal – The Implementation tab
provides BizXpert templates/accelerators, tools
and process details. Also provides product
specific knowledge and templates.
X
X
Customer Welcome Kit – Step by step guide
for Customers on their role in the
implementation process
X
X
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Customers
X
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Professional Services Tools & Resources - MySP
•
Available to SuccessFactors Consultants
•
URL - https://mysp.successfactors.com/ps
•
Provides BizXpert templates/accelerators and process guidance
Check out
Product Central
as well for
detailed product
knowledge
sharing
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Professional Services Tools & Resources – Partner Portal
•
Targeted resources for Partners
•
URL - https://partners.successfactors.com - Navigate to the Implementation tab
•
Provides BizXpert templates/accelerators and process guidance
Partners can get
information pushed
from SuccessFactors
and provide
information about
your projects
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Professional Services Tools & Resources – Customer Welcome Kit
•
Targeted resource for Customers
•
URL - https://connect.successfactors.com/professionalservices/Welcomekit
•
Provides detailed guidance and templates for Customers during the implementation
process
Introduce the
Welcome Kit to
your Customer
during your first
meeting
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Product Central
•
Available on Partner Portal and MySP
•
Includes all module specific knowledge and templates such as sample test cases and
Configuration Workbooks.
•
Key resource for all consultants
•
Lists upcoming meetings
•
Latest module news posted here
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Wrap-Up
Next Steps To Familiarize Yourself with BizXpert
•
Visit MySP or the Partner Portal (depending
on your role)
•
•
•
•
Click through the BizXpert pages to learn the
details related to each task of the process.
Open up each of the accelerators and review the
content
Pay specific attention to the Project Plan, Kickoff
Deck, Sample Configuration workbook (found
under Product Central), Go-Live checklist, and
CS Transition Document
Review the CS transition process as
documented under the Launch phase
•
Visit the Customer Welcome Kit
•
•
•
Visit Product Central
•
•
•
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Click through each page and familiarize yourself
with the Customer responsibilities and
accelerators
Review the Customer Guide to a Successful
Project
Product Central can be found on both MySP and
the Partner Portal.
This site is maintained by the Professional
Services – Product Expert Team as well as the
Product Managers
This is the central location to find all of your
product information needs including
Configuration Workbooks and other module
specific knowledge and templates.
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Feedback or Questions?
Have feedback or questions? Provide it to the PMO at the BizXpert
Methodology Discussion Board:
https://partners.successfactors.com/QandA/Lists/BizXpert%20Methodology/AllItems.aspx
We want to hear from you!
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